The Engel Team - UBS Financial Services Inc.

A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of America's most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. What's more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients' investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest and most respected financial institutions. In business since 1852 and named on Fortune magazine's "World's Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients' assets.

John Halperin is a Senior Vice President at UBS Financial Services Inc., specializing in wealth management for athletes and entertainers. His team offers a customized, collaborative approach designed to address the complex financial needs of successful individuals, ensuring that their financial planning keeps pace with their dynamic personal and professional goals. With a commitment to providing a comprehensive suite of services, Halperin's expertise spans investment management, longevity planning, wealth transfer strategies, and tax planning, all tailored to meet the distinct challenges faced by high achievers in the entertainment industry. Recognized for his excellence, he has repeatedly been named among Forbes' Best-in-State Wealth Advisors, reflecting his dedication to delivering superior financial advice and resources. Generated from the website

Lotus Bridge Wealth Management, located in Brea, California, provides comprehensive financial advisory services designed to help clients achieve their unique vision of financial freedom. Their team specializes in financial planning, investment management, retirement planning, estate planning, and tax planning, ensuring a holistic approach to wealth management. Committed to acting as coaches and advocates for their clients, Lotus Bridge Wealth Management emphasizes accountability and personalized guidance through every stage of life. They work collaboratively to create tailored strategies that align resources with individual goals, whether clients are just starting their financial journeys or preparing for retirement. Generated from the website